How to See the Opted-in Status of Contacts Always make sure that the email status of a Contact in your CRM is always set to Opted-in because If...
Convert a Contact to an Account You would convert a contact to an account if it is ready to be entered into your sales process. Note...
Lead scoring What is Lead Scoring? Lead scoring is an analytical method of ranking your Account leads against a scale. Higher the...
How to add the birth date of a contact To run a Birthday campaign you will need to add the Birth date of the Contact in the CRM. Follow...
Send Text Messages from Your Sales Workflows The SMS feature in Soffront allows users to send text messages to their leads and contacts. Users can now configure...